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RAFI™ Strategies

 

RAFI strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach.

 
At a Glance

Approximately USD 193 billion track RAFI™ strategies (as of 12/31/2019)

More than 200 ETFs, mutual funds, commingled funds, and managed accounts offer Research Affiliates methodologies

RAFI indices are trusted globally as the foundation of smart beta strategies

 

Delivering on the promise of smart beta™

RAFI™ strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach. RAFI strategies are designed to be transparent, broadly diversified, high capacity, and low cost.

 

Before “smart beta” there was RAFI™

In 2005, long before smart beta gained wide recognition, Research Affiliates introduced the RAFI Fundamental Index™. As an established leader in smart beta with a 10-year track record, the Research Affiliates methodologies and RAFI indices are trusted globally as the underlying foundation for many smart beta strategies.

 
Strategies
Equities

RAFI MULTI-FACTOR
Equities

RAFI FUNDAMENTAL INDEX
ESG

RAFI ESG
Equities

RAFI LOW VOLATILITY
BONDS

RAFI BONDS
 

About Strategies

RAFI Multi-Factor is a smart beta equity strategy that offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size.

RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess return versus the cap-weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

RAFI ESG strategies combine the pioneering Fundamental Index™ approach with thoughtfully designed environmental, social and governance investment themes.

RAFI Low Volatility efficiently reduces equity risk, while maintaining attractive valuations and broadly diversified market exposures.

RAFI Bonds US Corporate Index Series weights a company’s debt according to fundamental measures of a firm’s debt service capacity—book value of assets, gross sales, gross dividends, and cash flow—rather than the amount of debt outstanding. This results in an index with lower credit risk, lower volatility, and better risk-adjusted returns.

FTSE RAFI Bond Indices are based on a transparent rules-based methodology that weights bonds using economic measures of company or country size. The results are indices that are correlated with debt service capacity—tilted toward higher credit quality firms or countries with lower risk of downgrade or default.

 

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